The real estate plate shows a gradual strengthening pattern

Recently, the real estate sector under the leadership of the leading varieties of active performance.　　At present, the property market continues to rebound, credit policy continues to loose and consumer housing cost of a sharp decline is expected to support the real estate sector to strengthen the stage, so the real estate sector is worthy of sustained concern investors.　　According to the 2008 annual report of the real estate industry listed companies and the 2009 quarterly comprehensive Comparative analysis, some of the company's financial data in the first quarter of this year has shown signs of improvement, mainly reflected in the significant increase in receipts, net debt rate and sales revenue growth and other three aspects. Recent real estate industry data show that there are signs of recovery, especially in the PRD, Yangtze River Delta, Bohai, the real estate industry in these areas has been a Zisheng of price. In January-April this year, the national investment in real estate development rose 4.9%, and January-March year-on-year growth of 4.1%, the first 2 months year-on-year growth of only 1%. January-April, the cumulative year-on-year growth of 17.55%, better than the previous 3-month cumulative growth of 8.22% per cent, the cumulative completed area of 132 million square meters, an increase of 26.79%, slightly better than the first 3 months year-on-year growth of 26.3%. In the current situation of a sharp rebound in sales, real estate business confidence to a certain degree of recovery, real estate development investment has seen a rebound in the bottom of the signs, so that the relevant stocks to bring positive valuation premium expectations.　　What's more, the Shanghai local real estate stocks in the Yangtze River Delta, the Shenzhen local real estate unit of the Pearl River Delta, are also facing a certain regional policy-supported theme of investment stimulation, so such stocks become the focus of the Fund's attention. In view of the real estate industry into a recovery trajectory, it is recommended that investors focus on the basic support and performance safety margin of the first-line real estate stocks, as well as a definite extension of growth and the fundamental improvements in the obvious improvement of the two or three-wire real estate stocks, such as Merchants Real estate, Hua FA shares, Companies that rely too much on the impact of a single event of uncertainty need to be cautious. (Chanxiang)